Snowden Capital Advisors’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Snowden Capital Advisors’s Portfolio BYLD Stock Details BYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,917	Closed	-$147K	–	1189
2021 Q4	$147K	Buy	+5,917	New	+$148K	0.01%	734
2021 Q2	–	Sell	-8,115	Closed	-$202K	–	876
2021 Q1	$202K	Hold	8,115	–	–	0.01%	763
2020 Q4	$210K	Hold	8,115	–	–	0.01%	627
2020 Q3	$209K	Hold	8,115	–	–	0.02%	535
2020 Q2	$208K	Hold	8,115	–	–	0.02%	526
2020 Q1	$200K	Buy	+8,115	New	+$206K	0.02%	496
2019 Q3	–	Sell	-10,121	Closed	-$256K	–	516
2019 Q2	$256K	Hold	10,121	–	–	0.03%	440
2019 Q1	$250K	Hold	10,121	–	–	0.03%	434
2018 Q4	$239K	Sell	10,121 -3,967	-28%	-$94.2K	0.03%	422
2018 Q3	$341K	Buy	14,088 +69	+0.5%	+$1.67K	0.04%	369
2018 Q2	$338K	Buy	14,019 +37	+0.3%	+$895	0.04%	348
2018 Q1	$342K	Buy	13,982 +4,362	+45%	+$107K	0.05%	307
2017 Q4	$241K	Buy	+9,620	New	+$241K	0.03%	360

Other funds holding BYLD

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VFPW

Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Snowden Capital Advisors's BYLD Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2022, closing a stake of 5,917 shares — an estimated $147K sold.

Snowden Capital Advisors first reported a position in BYLD in Q4 2017 and held it in 13 quarters. The position peaked at $342K in Q1 2018. 36 funds tracked by Wall St. Rank hold BYLD as of Q1 2022.

Snowden Capital Advisors reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 5,917 iShares Yield Optimized Bond ETF shares in Q1 2022, an estimated $147K.
Snowden Capital Advisors first reported a position in iShares Yield Optimized Bond ETF in Q4 2017 and held it in 13 quarters.
Snowden Capital Advisors's iShares Yield Optimized Bond ETF position peaked at $342K in Q1 2018.
36 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.